Jeffrey Ubben's top dividend stocks (July 2026) include Blackrock Inc. (BLK), a leading global provider of investment, advisory, and risk management solutions.

Jeffrey Ubben is the founder and Managing Partner of Inclusive Capital Partners and previously served as the Chief Executive Officer of ValueAct Capital. His investment focus typically centers on identifying undervalued companies and engaging with management to drive long-term strategic shifts and environmental stewardship.

Blackrock Inc. (BLK)

Blackrock stands as the world's largest asset manager, overseeing a massive array of financial products ranging from iShares exchange-traded funds to institutional active management strategies. The company serves as a critical pillar of the global financial infrastructure through its proprietary Aladdin technology platform.

In Jeffrey Ubben's current portfolio, the value of the position in Blackrock is $525.11M. The stock provides a current dividend yield of 2.27%, supported by a TTM dividend rate of 20.84. Looking at valuation metrics, the analyst price target is $1.27K, while the discounted cash flow value is calculated at 444.24.

Here's an overview of Jeffrey Ubben's trades in Blackrock Inc.:

Walt Disney Co (The) (DIS)

The Walt Disney Company is a diversified international family entertainment and media enterprise that operates theme parks, film studios, and broadcast networks. Its portfolio includes world-renowned brands such as Pixar, Marvel, and Lucasfilm, alongside its rapidly expanding direct-to-consumer streaming services.

Ubben’s current portfolio position value for Disney is $38.51M. Investors can note a TTM dividend rate of 0.75, which translates to a current dividend yield of 1.27%. Currently, the analyst price target for the media giant is 141.8, and the discounted cash flow value stands at 170.86.

Here's an overview of Jeffrey Ubben's trades in Walt Disney Co (The):

Salesforce Inc (CRM)

Salesforce is a global leader in customer relationship management software, providing cloud-based applications for sales, service, and marketing. The company has revolutionized how businesses interact with their customers by integrating artificial intelligence and data analytics into its core CRM platform.

The current value of this holding in Jeffrey Ubben's portfolio is $469.12M. The software firm maintains a TTM dividend rate of 1.71 and offers a current dividend yield of 1.08%. Furthermore, the discounted cash flow value is identified at 343.26, and analysts have set a price target of 270.0.

Here's an overview of Jeffrey Ubben's trades in Salesforce Inc:

KKR & Co. Inc (KKR)

KKR is a prominent global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate, and credit. The firm utilizes its deep industry expertise to provide capital solutions and strategic guidance to its diverse portfolio companies.

The investment currently represents a portfolio position value of $301.01M for Ubben. It offers a dividend yield of 0.83% and has a TTM dividend rate of 0.75. For those tracking valuation models, the stock has an analyst price target of 130.0 and a discounted cash flow value of -87.67.

Here's an overview of Jeffrey Ubben's trades in KKR & Co. Inc:

Visa Inc (V)

Visa operates as a global payments technology company, connecting consumers, merchants, and financial institutions in more than 200 countries and territories. Its network enables the fast and secure transfer of value and information, serving as a backbone for the modern digital economy.

Ubben's stake in the company is currently valued at $794.68M. The stock carries a TTM dividend rate of 2.6 and a current dividend yield of 0.77%. Additionally, the analyst price target for the payments leader is 388.0, with a discounted cash flow value of 257.85.

Here's an overview of Jeffrey Ubben's trades in Visa Inc: